Títo chlapci vyzerajú ako smart špekulanti...sú naložení v takých akciách, čo robia stovky %...takisto v INSG po 1,50.
Kto má čas a záujem, môžete ich sledovať: https://seekingalpha.com/article/4206450-fortunes-made
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Čo píšu o INSG:
It has this in common with one we did spot, and actually bought for the SHU portfolio, Inseego (INSG). We bought 5,000 shares at $1.52 last October
for the SHU portfolio and we're now sitting fairly pretty Inseego too still looked like a dire proposition a year ago after the sale of their MiFi division went sour and the company was hobbled with large debts, losses and bleeding cash.
Yet, as Tandem Diabetes, if they could survive, there was undoubtedly potential, as we explained in our last article from September 6 when we argued the shares are still a buy.
Much of that potential is due to 5G and the fact that their long-term partner Verizon (VZ) and other carriers see 5G as a way to move into the fixed home broadband market. Indeed, because of a lack of 5G phones, this is the first 5G market to take off.
We also got lucky as the trade spat between the US and China has disqualified the Chinese competition and Inseego will likely get a double boost:
The fixed broadband market (routers, hotspots) in which the company operates will be much bigger (4G wasn't widely used for fixed broadband to homes).
There is much less competition.
The company also has a few other moving parts like a couple of gems in the form of SaaS businesses which are about to seriously increase revenues and we think they merit a higher valuation.
So these two have two things in common:
Substantial risk: The companies were close to keeling under.
Large opportunities: If the companies would survive, they could really thrive.
Inseego managed to survive by restructuring, cutting $30M+ out of its cost base even when revenues were sinking (a consequence of the thwarted sale of its MiFi business).
More recently, it has gotten rid of a potentially large liability and got new finance (although at too low a level). The shares of Tandem Diabetes got off to the races when they did that substantial financing at $2, which gave the company a new lease of life and set it up to go after its market opportunity, which it did with both hands.
Should you still buy Inseego?
Well, we don't know what the share price will do in the next week or next month. What we do know is that the stars really seem aligned for the company.
Not only do they have a very large 5G opportunity, the cash from which they will use for further deleveraging their balance sheet, they also have three other businesses that will grow more gradually, but it's probable they will keep on growing:
Their own (small) IoT business will get a shot in the arm from the advent of 5G.
Their SaaS DMS business is getting a shot in the arm from contract renewal with T-Mobile (NASDAQ:TMUS) and a new five-year contract with Sprint (NYSE:S), and these will take Inseego's DMS platform beyond the government to the private sector, increasing the addressable market by a factor 5x-10x.
Their SaaS Ctrack business has opened up a $1B opportunity in the aviation market, where they are the first mover with a number of deals.
We also think it's likely we'll get quite a number of PRs announcing deals for their 5G routers and hotspots in the fairly near future as this market is about to take off.
We think that buying on dips is still worthwhile and see this stock go to $10+ in 12-24 months
, not just on 5G but on a revaluation of their SaaS businesses.
Ďalší ich tip:
All very well, you might say, but can you point us to other opportunities that have not yet ran parabolic but have a shot at something similar?
Well, we're not sure about the parabolic part, but we think the company Nano Dimension (NNDM)
has some of the characteristics of the two we mentioned:
It has a potentially large opportunity in 3D printing of electronics (and possibly also some other stuff like stem cells).
It too is loss making and will need financing at some stage.
Revenues are still very low (they're only just starting to sell their printers for a couple of quarters), but it's increasing at a 70% sequential rate (q/q), and with the increase in installed base, they sell their specialist ink as well for $20K-$30K a printer a year.
If you want more details, we wrote about this company (here and here), and we have the feeling that with another financing, this too could get substantially higher as the company has a fairly low market cap of $40M.